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Get your taxes done using TurboTax
AnnetteB6, thank you for explaining. TT Schedule B shows all the imported numbers - and this is adequate for my own tracking. I can't determine which account apriori, but I can align the numbers to the account by going back to the investment company and downloading the 1099's summaries. Good enough: I'll do a deep dive on Schedule B next time.
March 8, 2025
8:33 AM